![]() ![]() ![]() You can build custom Workfront + Salesforce automation between any other tool in your tech stack, including your helpdesk, internal chat tool, marketing automation platform, business intelligence software, accounting software, ERP, e-signature software, and more. The service offers extensive opportunities for teamwork, as well as integrations with a number of third-party systems: Jira, Slack, Salesforce, Outlook, Teams, etc. With the Tray Platform, you can connect any number of applications to kick off any operation using powerful, multi-step automation. Using the platform, you can control not only time, but also budget, plan work using Gantt charts and other tools, create project templates, rules and instructions for workers processes. Other useful Workfront tools include Help Desk, which helps you quickly fix problems and flaws. Salesforce helps sales teams accelerate their performance and achieve. The service makes it possible to monitor all processes in real time, as well as find weaknesses and ways to correct them. View a list of Workfront integrations currently available and learn what software. Smartsheet and Workfront are two of the most notable project management options on the market today. Click the app when you find it, then click Get It Now. In the Search AppExchange Apps box, type Workfront. ![]() In the Build section, click AppExchange Marketplace. Log in to Salesforce as a system administrator. In addition to a number of tools for managing tasks and resources, Workfront includes time management options that allow you to accurately track the time spent on completing certain stages. Installing Workfront for Salesforce in the Salesforce Classic Framework. For example, the service can be used to manage a securities portfolio. They help you customize settings and analytics for each individual group or division, manage both individual projects and different groups. It can be used to automate work progress and optimize resource consumption.Īn important feature of Workfront is its user-friendly control panels with a wide range of customizable tools. One of its key tools is dedicated to strategic planning, it allows you to track key milestones of a company or project by department. The Workfront service offers extensive functionality for managing projects and resources of both small startups and large enterprises. ![]()
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